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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Latest News about FI:NOKIA
Recent news which mentions FI:NOKIA
Here’s what hit the Magnificent 7 stocks, and why the selling may continue.
December 12, 2023
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From
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Nokia cuts margin guidance a week after losing AT&T contract
December 12, 2023
Tickers
ERIC
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T
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From
MarketWatch
AT&T’s $14 billion contract snub could lead to break-up of Nokia, analyst says
December 05, 2023
Tickers
ERIC
NOK
T
VZ
Tags
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FI:NOKIA
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From
MarketWatch
Nokia to cut as many as 14,000 jobs as profit drops by 69%
October 19, 2023
Tickers
NOK
Tags
NOK
FI:NOKIA
SE:ERIC/B
From
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Ericsson shares drop as telecom equipment maker withdraws 2024 guidance
October 17, 2023
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Nvidia earnings to offer first true glimpse of the AI windfall
August 21, 2023
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The market has $11 trillion worth of ‘Magnificent 7’ questions. BofA’s Subramanian has the answers.
July 14, 2023
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AMZN
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Nokia and Ericsson shares tumble on profit warning, lackluster results driven by weak U.S. markets
July 14, 2023
Tickers
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SE:ERIC/B
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From
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Nokia shares weaken as profit misses estimate and company warns on customer spending delay
April 20, 2023
Tickers
ERIC
NOK
Tags
NOK
ERIC
SE:ERIC/B
From
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Nokia sales fall short of expectations, as margins seen staying under pressure
April 20, 2023
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FI:NOKIA
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From
MarketWatch
Nokia posts forecast-beating profit of $1.02 billion, expects ‘another year of growth’
January 26, 2023
Tickers
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NOK
Tags
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FI:NOKIA
NOK
From
MarketWatch
‘Overbought and overpriced.’ Why this investor sees a bubble popping for this popular group of stocks
January 20, 2023
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‘Cloud titans’ Meta and Microsoft bring growth and risk to Arista Networks, analyst says
November 01, 2022
Tickers
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GOOG
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From
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Nokia posts forecast-beating net profit
October 20, 2022
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FDS
NOK
Tags
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FI:NOKIA
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From
MarketWatch
Ray Dalio says watch out for rates hitting this level, because Wall Street stocks will take a 20% hit
September 15, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
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SE:ERIC/A
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From
MarketWatch
Nokia posts forecast-beating profit, lifts full-year sales guidance
July 21, 2022
Tickers
NOK
Tags
NOK
FI:NOKIA
From
MarketWatch
Nokia backs full-year guidance as first-quarter profit tops estimates
April 28, 2022
Tickers
NOK
Tags
FI:NOKIA
NOK
From
MarketWatch
Nokia to book $109 million provision as it exits Russia
April 12, 2022
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ERIC
NOK
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Forecaster Yves Lamoureux has nailed several big market downturns. Here’s why he’s now turning bullish on stocks.
February 03, 2022
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Exclusive: The cloud boom isn’t over yet, Harris Poll suggests
January 27, 2022
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Struggling techs lift European stocks
January 11, 2022
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Fund managers are tossing out their losers. Here are the bargains investors might not want to miss.
October 28, 2021
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A California investment firm went from near ruin to managing over $100 billion: Its turnaround may offer solutions to the ‘Great Resignation’
October 08, 2021
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ACWX
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Here’s why the 10-year yield is so low, and the summer event that could change it, from Bank of America
July 29, 2021
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AMZN
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DIS
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Ericsson inks its largest-ever deal with Verizon in $8.3 billion 5G plan as it faces headwinds from China
July 16, 2021
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NDAQ
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Nokia stock extends gains toward 6-month high after J.P. Morgan says it’s time to buy
July 14, 2021
Tickers
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SPX
XLC
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XLC
From
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European stocks tread water after French and German data release, as eyes turn to key U.S. inflation measure
July 13, 2021
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COMP
GS
SPX
Tags
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AU:YFZ
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From
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